Eversource Wealth Advisors
$3.3B Assets Reported
4,530 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 365,669 | $160M | 4.9% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 1,960,679 | $126M | 3.8% |
| VTV | VANGUARD VALUE ETF | 638,267 | $125M | 3.8% |
| PRXG | PRAXIS IMPACT LARGE CAP GROWTH ETF | 2,399,648 | $79M | 2.4% |
| PRXV | PRAXIS IMPACT LARGE CAP VALUE ETF | 2,362,628 | $73M | 2.2% |
| AAPL | APPLE INC COM | 254,789 | $65M | 2.0% |
| IAU | iShares Gold Trust ETF | 666,445 | $59M | 1.8% |
| NVDA | NVIDIA CORPORATION COM | 273,540 | $48M | 1.5% |
| BSV | VANGUARD SHORT-TERM BOND ETF | 564,718 | $44M | 1.4% |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 479,367 | $44M | 1.3% |
Track Eversource Wealth Advisors's 13F portfolio: $3.3B in reported holdings, 4,530 positions. Top holdings, AUM, and quarterly changes on SentiSense.